Sales
The quotes dashboard in WorkGuru is the central location for accessing and managing your current quote pipeline. The dashboard will all you to Add ...
Tue, 8 Nov, 2022 at 2:18 PM
To quickly add a quote, use the new quote shortcut, to take you straight to the add Quote detail screen. Entered the required Quote, Task and Pr...
Tue, 8 Nov, 2022 at 2:20 PM
The lead dashboard is where you can manage your active leads. Your lead pipeline will be visually displayed by Category and Owner. You can view the leads...
Fri, 10 Nov, 2023 at 8:48 AM
To quickly add a new Lead, use the New Lead shortcut, to take you straight to the Add Lead detail screen. Entered the required Client and Lead informati...
Tue, 8 Nov, 2022 at 2:30 PM